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Thankful, Grateful…and Prepared

Thankful, Grateful…and Prepared

The season for gratitude, counting your blessings, and spreading holiday cheer officially kicks off with Thanksgiving Day. Across the country, families are coming together to celebrate--many of whom may not have all...

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Do You Have Your Ducks In A Row?

Do You Have Your Ducks In A Row?

October 17-23, 2022 is "National Estate Planning Awareness Week" so it seemed like the perfect time to remind everyone the importance of having your "ducks in a row" with regard to your estate plan. As estate planning...

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Planning for High Tech and Digital Assets

Planning for High Tech and Digital Assets

Have you ever thought about what will happen to your various high-tech assets and digital accounts after you pass away? While you may not realize it, almost everyone has some digital assets to consider.  Computers,...

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Is Your Financial POA Really That Powerful?

Did you know that not all powers of attorney (POAs) are created equal? Just having a POA does not necessarily mean that your Agent is able to do what you need him to do. The document itself must expressly give the...

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